Mgr, Internal WM Consultant

Job description

Job Description What is the opportunity?: The Manager, Internal Wealth Management Consultant is responsible for managing the daily business activities of the Internal Wealth Management Consulting team. The purpose of this position is to increase PCG business by working with the external Wealth Management Consultants and their constituent Financial Advisors (FAs) to leverage their time, talents, and resources. The team not only serves as a technical resource for Financial Advisors with issues affecting their clients, but is also responsible for creating, reviewing, and analyzing the necessary reports to address those issues. The Manager, Internal Wealth Management Consultant will lead the Internal Wealth Management Consultants in a manner that increases the productivity of our FAs and branch staff. This individual will also be responsible for ensuring all firm and department procedures are adhered to and issues and/or concerns are resolved in a timely, efficient and appropriate manner. What will you do?: What do you need to succeed? - Implement Internal Wealth Consulting service model (inclusive of business, operational and IT knowledge). - Provide direction and educational structur...